High Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

High Net Worth Advisory Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25M	Sell	40,304 -3,460	-8%	-$268K	0.69%	36
2026 Q1	$3.14M	Sell	43,764 -452	-1%	-$33.6K	0.73%	34
2025 Q4	$3.21M	Buy	44,216 +3,004	+7%	+$219K	0.74%	36
2025 Q3	$3.03M	Buy	41,212 +2,636	+7%	+$189K	0.73%	36
2025 Q2	$2.7M	Buy	38,576 +300	+0.8%	+$19.7K	0.71%	40
2025 Q1	$2.48M	Buy	38,276 +396	+1%	+$26.6K	0.7%	39
2024 Q4	$2.5M	Buy	37,880 +1,332	+4%	+$90.4K	0.7%	37
2024 Q3	$2.41M	Sell	36,548 -160	-0.4%	-$10K	0.66%	38
2024 Q2	$2.22M	Buy	36,708 +1,064	+3%	+$64.7K	0.67%	35
2024 Q1	$2.23M	Buy	35,644 +372	+1%	+$22K	0.7%	34
2023 Q4	$2.05M	Buy	35,272 +3,244	+10%	+$173K	0.76%	34
2023 Q3	$1.67M	Buy	32,028 +520	+2%	+$28.5K	0.67%	41
2023 Q2	$1.73M	Sell	31,508 -1,228	-4%	-$64.4K	0.67%	39
2023 Q1	$1.73M	Sell	32,736 -868	-3%	-$46.2K	0.7%	39
2022 Q4	$1.71M	Sell	33,604 -316	-0.9%	-$16.1K	0.67%	37
2022 Q3	$1.59M	Buy	33,920 +852	+3%	+$44.5K	0.68%	38
2022 Q2	$1.63M	Buy	33,068 +2,032	+7%	+$110K	0.68%	40
2022 Q1	$1.84M	Buy	31,036 +5,680	+22%	+$333K	0.67%	37
2021 Q4	$1.61M	Buy	+25,356	New	+$1.59M	0.56%	44

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

High Net Worth Advisory Group's VO Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.9% in Q2 2026, selling an estimated $268K and leaving 40,304 shares worth $3.25M. The position accounts for 0.69% of the portfolio, ranked #36.

High Net Worth Advisory Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

High Net Worth Advisory Group held 40,304 shares of Vanguard Morningstar Mid-Cap ETF worth $3.25M as of Q2 2026.
High Net Worth Advisory Group sold 3,460 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $268K.
Vanguard Morningstar Mid-Cap ETF made up 0.69% of High Net Worth Advisory Group's portfolio in Q2 2026, its #36 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.